Tally
HubSpot
zapier

An automated workflow using zapier

Connects Tally + HubSpot

Create a contact in Hubspot for every new Tally form response

About this workflow template

This automation scenario allows you to connect Tally and HubSpot

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Tally and HubSpot can also be integrated using automation tools other than zapier:

Diagram

Create a contact in Hubspot for every new Tally form response
Workflow diagram: Tally + HubSpot integration

How it works?

When this trigger fires in Tally

Tally

New Submission in Tally

Triggers when a new form submission is received.

Then this action happens in HubSpot

HubSpot

Create Contact in HubSpot

Creates a Contact in HubSpot.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create a contact in Hubspot for every new Tally form response.

Part I

Configure Applications

First, we need to connect Tally and HubSpot to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Tally to Zapier.

    Connect Tally to Zapier.

    Give Zapier access to your Tally account, using Tally credentials.

  • Connect HubSpot to Zapier.

    Connect HubSpot to Zapier.

    Give Zapier access to your HubSpot account, using HubSpot credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Tally

    Set up a Trigger action for Tally

    Choose the following trigger: New Submission (Triggers when a new form submission is received.).

  • Then set up an Action for HubSpot

    Then set up an Action for HubSpot

    Choose this action: Create Contact (Creates a Contact in HubSpot.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Tally and HubSpot.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create a contact in Hubspot for every new Tally form response!

Supported triggers and actions

  • HubSpot

    New form submission

    Triggers when a form is submitted.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    New contact

    Triggers when new contact is available.

    zapierautomateio
    triggerbyzapierautomateio
  • HubSpot

    New contact in list

    Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • HubSpot

    New deal

    Triggers when new deal is available.

    zapieralbato
    triggerbyzapieralbato
  • HubSpot

    New contact property change

    Triggers when a specified property is provided or updated on a contact.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    Updated deal stage

    Triggers when a deal enters a specified stage.

    zapier
    triggerbyzapier
  • Tally

    Get form fields

    Get form fields

    pipedream
    actionbypipedream
  • Tally

    Get forms

    Get forms

    pipedream
    actionbypipedream
  • Tally

    Get responses

    Get responses

    pipedream
    actionbypipedream
  • Tally

    List fields definitions

    Lists all field definitions for the selected form.

    integromat
    actionbyintegromat
  • Tally

    New submission

    Triggers when a new form submission is received.

    zapier
    triggerbyzapier
  • Tally

    New response (instant)

    New response (instant)

    pipedream
    triggerbypipedream

Apps you need

HubSpot

HubSpot

Email Marketing

An inbound marketing, sales and customer service online platform

HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.